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TopBuild just upgraded at JPMorgan, here’s why

JPMorgan analyst Michael Rehaut upgraded TopBuild to Overweight from Neutral with a price target of $387, up from $312. Following a “strong rebound year” for building products, JPMorgan is less constructive and more selective towards the sector compared to its more positive stance on homebuilders. The firm favors new residential over remove and replace.

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